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PBMares Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

PBMares Wealth Management’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$250K Sell
5,444
-285
-5% -$13.2K 0.04% 174
2025
Q2 		$259K Buy
5,729
+221
+4% +$9.51K 0.05% 161
2025
Q1 		$232K Sell
5,508
-786
-12% -$32.7K 0.05% 172
2024
Q4 		$255K Sell
6,294
-1,050
-14% -$44.4K 0.05% 168
2024
Q3 		$323K Buy
7,344
+30
+0.4% +$1.3K 0.07% 141
2024
Q2 		$317K Buy
7,314
+736
+11% +$31.6K 0.08% 140
2024
Q1 		$275K Buy
6,578
+610
+10% +$24.9K 0.07% 150
2023
Q4 		$243K Sell
5,968
-840
-12% -$32.2K 0.07% 154
2023
Q3 		$255K Buy
6,808
+5
+0.1% +$194 0.09% 139
2023
Q2 		$260K Sell
6,803
-110
-2% -$4.23K 0.09% 142
2023
Q1 		$262K Sell
6,913
-205
-3% -$7.73K 0.1% 139
2022
Q4 		$254K Buy
7,118
+319
+5% +$11.1K 0.1% 138
2022
Q3 		$221K Buy
6,799
+150
+2% +$5.43K 0.1% 143
2022
Q2 		$246K Buy
6,649
+875
+15% +$35.6K 0.11% 135
2022
Q1 		$253K Buy
5,774
+1,050
+22% +$46.7K 0.16% 129
2021
Q4 		$205K Buy
+4,724
New +$206K 0.09% 151
2021
Q3 		– Sell
-5,274
Closed -$241K – 149
2021
Q2 		$241K Sell
5,274
-232
-4% -$10.6K 0.13% 136
2021
Q1 		$244K Sell
5,506
-550
-9% -$23.7K 0.2% 124
2020
Q4 		$249K Sell
6,056
-184
-3% -$7.05K 0.29% 107
2020
Q3 		$220K Sell
6,240
-3,634
-37% -$136K 0.32% 93
2020
Q2 		$357K Sell
9,874
-1,013
-9% -$35.7K 0.54% 67
2020
Q1 		$351K Sell
10,887
-2,920
-21% -$118K 0.55% 66
2019
Q4 		$632K Buy
+13,807
New +$600K 0.75% 40

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PBMares Wealth Management's DEM Position: Q3 2025 in Review

PBMares Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 5% in Q3 2025, selling an estimated $13.2K and leaving 5,444 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #174.

PBMares Wealth Management first reported a position in DEM in Q4 2019 and has held it in 23 quarters since. The position peaked at $632K in Q4 2019. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

  • PBMares Wealth Management held 5,444 shares of WisdomTree Emerging Markets High Dividend Fund worth $250K as of Q3 2025.
  • PBMares Wealth Management sold 285 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $13.2K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #174 holding.
  • PBMares Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 23 quarters since.
  • PBMares Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $632K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.